Author|Zhu Hualei,Editor|Gu Jinfeng
Source: Jufeng Investment Advisory, Good Stock Application
On Wednesday, the market showed a shock rebound, the two cities of the industry in the rotation of the general rise, the Internet, general machinery, software services, public transportation, semiconductors, culture, education and leisure, mineral products, environmental protection, components, industrial machinery, semiconductors, chemicals, media and entertainment, tourism, hotel catering, agriculture, forestry, animal husbandry and fishery, real estate and other industries are active, petroleum, insurance, coal, daily chemicals, wine and other industries adjusted; Huawei HiSilicon, data rights confirmation, security services, multimodal AI concepts, smart government, Huawei automobiles, accelerators, domestic software, operating systems and other themes showed strength, and China Special Valuation, the Belt and Road Initiative, railway infrastructure, new retail, liquor and other themes were fine-tuned. At the close, the Shanghai Composite Index rose 2.14 percent to close at 3,071.38 points, the Shenzhen Component Index rose 2.48 percent to close at 9,381.77 points, and the ChiNext rose 2.11 percent to close at 1,797.31 points.
From the perspective of the main capital flow of the two cities, as of the close, the main funds of Shanghai and Shenzhen showed a substantial net inflow, with a total inflow of 27,264.46 million yuan in the two cities. Among them, the net inflow of large orders was 17,985.29 million yuan, the net inflow of large orders was 9,279.18 million yuan, the net outflow of medium orders was 8,759.30 million yuan, and the net outflow of small orders was 18,505.16 million yuan.
From the perspective of the capital flow of the industry sectors in the two cities, the semiconductor sector received a net inflow of 2.277 billion yuan, the banking sector received a net inflow of 2.1698 billion yuan, the communication equipment sector received a net inflow of 1.713 billion yuan, the Internet service sector received a net inflow of 1.264 billion yuan, and the software development sector received a net inflow of 1.168 billion yuan. Pay attention to Jufeng Investment Advisor (jfinfo)/good stock application, and the analysis and research report of the leading target of "Institutional Research and Selection" is waiting for you to get!
From the perspective of the capital flow of individual stocks in the market, the top 10 net inflows of major funds are as follows:
From the perspective of the main capital flow of individual stocks in the two cities, GigaDevice received a net inflow of 530 million yuan, CITIC Haizhi received a net inflow of 475 million yuan, ZTE received a net inflow of 458 million yuan, Thalys received a net inflow of 385 million yuan, and Ping An Bank received a net inflow of 381 million yuan.
Overall, the market showed a volatile rebound, and the industries in the two cities showed a general rise in the intraday. The recent market correction lies in the market correction caused by sentiment fluctuations. With the regulator's interpretation of the new "National Nine Articles", the market's sentiment has been greatly boosted, and the holographic strength of intraday micro-cap stocks has led to a rebound in Shanghai and Shenzhen. In the short term, market volatility is susceptible to sentiment, but with the implementation of the new rules, it will help to promote capital market reform. A series of measures such as strict control of issuance and listing access, strengthening the supervision of cash dividends, preventing detours and reductions, deepening the reform of the delisting system, and promoting the entry of medium and long-term funds into the market will help the capital market reshape value investment, enhance the internal stability of the capital market, and promote the development of the capital market. At present, the market as a whole is still in a weak adjustment pattern, and there are still repeated shocks in the later stage. Therefore, in terms of operational strategy, it is recommended that investors continue to pay attention to investment and consumption under the economic recovery, pay attention to long-term opportunities in infrastructure, building materials, steel, construction and other industries, as well as photovoltaic and wind power in the rebound of the new energy track, and continue to pay attention to the structural opportunities in tourism, hotel catering and new energy vehicles and other sectors in large consumption.
( Author: Zhu Hualei Practicing Certificate: A0680613030001 )
Disclaimer: The above content is for reference only and does not constitute specific operation advice, and you shall operate at your own risk and profit and loss